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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC1+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $126,722 |
PENSION CORPORATION OF AMERICA1+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $62,885 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,553 | $75,828-36.0% | $147,614-67.1% | $59,632-18.6% |
| Participation rate | 48.6% | 71.6%-23.0pp | 84.6%-36.0pp | 68.7%-20.1pp |
| Annual return | -1.12% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $10,851 | $3,485+211.4% | $5,564+95.0% | $2,203+392.7% |
| Participant deferral / active EE | $25,542 | $3,130+715.9% | $4,895+421.8% | $3,192+700.3% |
| Admin fee / account holder | $349 | $5,985-94.2% | $11,611-97.0% | $4,297-91.9% |